Manager, Investment Consulting

5 days ago


Hong Kong, Hong Kong SAR China Hang Seng Bank Limited Full time
Job description
A Career with Hang Seng Bank

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Commercial Banking - Corporate Wealth and Sales Management

Hang Seng's Commercial Banking business provides customized one-stop financial solutions to our corporate customers, from prime small and medium-sized businesses to publicly listed companies.
For customers conducting business locally or around the world, we offer a comprehensive range of services including corporate lending, trade and receivables finance, structured loan, cash management, investment, treasury services, insurance and e-Banking services. As a reliable financial partner, we attend to the specific business needs of our customers and provide efficient tailor-made banking solutions through our relationship managers and dedicated specialists.
We are currently seeking a high caliber professional to join our department as Manager, Investment Consulting
Principal responsibilities
  • Provide investment advisory services to selected corporate clients as well as delivering a total investment solution with high level of service quality to anchor the relationship base and build loyalty with our customers
  • Achieve assigned income target to contribute to the team performance
  • Work closely with relationship managers to identify customer needs and promote investment services such as fixed income, equity, forex and structured products to suitable customers
Requirements
  • University degree in Business Administration, Finance or related disciplines
  • Qualification of CFA, CAIA or CFP preferred
  • Minimum of 5 years' experience in investment sales and familiar with providing trading idea
  • Knowledge and experience in handling corporate actions of offshore bond is definitely a plus
  • Experience in organizing investment seminars for clients is an advantage
  • Strong self-motivation with good communication, interpersonal, analytical and multitasking skills
  • Proficiency in both English and Chinese, fluency in Putonghua is an advantage
  • Passes in HKSI Licensing Examination for HKMA RI Type 1, 4, 7 registration
  • Proficiency in using Bloomberg Terminal for data gathering and charting
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Visit Hang Seng Career Page and sign up with our Talent Community to receive the latest information about our career opportunities in Hang Seng Hong Kong.
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